Blueprint Financial Advisors LLC Portfolio Holdings

Blueprint Financial Advisors LLC

  • $184 Billion
  • Q1 2025

Blueprint Financial Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $184 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tidal Tr Ii with a value of $64.5B, Spdr Portfolio S&P 1500 Compos with a value of $17.6B, Ishares Barclays 1 3 Year Trea with a value of $15.6B, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.38B, and Ishares U.S. Treasury Bond ETF with a value of $8.86B.

Examining the 13F form we can see an increase of $184B in the current position value.

Blueprint Financial Advisors LLC is based out at Greensboto, NC

Below you can find more details about Blueprint Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Billion
ETFs: $104 Billion
Financial Services: $10.8 Billion
Technology: $5.03 Billion
Communication Services: $442 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$2.95 Billion 1.6% of portfolio
13,296
Q1 2025 New
$307B
$2.07 Billion 1.12% of portfolio
19,118
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $184 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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